Maria Colon
CAF Investments · Guaynabo, Puerto Rico
Maria Colon is a fee-only financial advisor at CAF Investments in Guaynabo, Puerto Rico. Maria focuses on retirement planning and small business owners. CAF Investments reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | CAF Investments |
|---|---|
| Based in | Guaynabo, Puerto Rico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $40.5M across 532 accounts |
| SEC registration | Investment adviser representative in PR · CRD 8152902 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | cafinvestment.com |
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Questions about Maria
Is Maria Colon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and CAF Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, CAF Investments, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Maria Colon based?
Maria Colon is based in Guaynabo, Puerto Rico.
What does Maria specialize in?
Maria's specialties include retirement planning and small business owners. Maria works with founders.
Is Maria Colon registered with the SEC?
Yes. Maria Colon is registered as an investment adviser representative in PR (CRD 8152902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CAF Investments manage?
CAF Investments reports $40.5M across 532 accounts in assets under management.
How do I contact Maria Colon?
Through Maria's website, cafinvestment.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CAF Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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